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对比一下 @MSX_CN 和 @binance 的polymarket打新。纯客观记录投资，无引战的意思 1.打新价 msx 15.2u 币安 15.5u 2.打新时间 msx5月16开始打，8月20开放交易 币安9月21~24开始打，很快开放交易 3.额度来源 msx，老板自己的spv额度转让给用户 币安，paimon的spv额度上链 4.参与条件 msx：几乎无上限，不限额 币安：单账户额度由Alpha 积分、bStocks 交易/持仓、徽章共同决定额度 个人觉得综合来看，收益率，及时性，便利性msx的pre-ipo打新优势是非常大的 但是因为平台信誉基础始终不能正确建立。导致，msx的打新参与人一直不多。币安被大家挤破头。从而msx平台只能让利更多给用户，来吸引客户。 但是事实来看，用户看重平台安全性的考量已经远远大于收益率的细微差别。 msx的价值被正确估值，还有很长的一段路要走。

Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets. As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception. Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders. Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period. We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle. Allocations begin today.

TradFi on Binance keeps growing: 🔸 25 new stocks on Spot 🔸 Custom price alerts and upgraded charts 🔸 bStocks as margin collateral and on Spot Grid One account. Every market you need.

ProShares UltraPro Short QQQ bStocks (SQQQB) dividends are now in your Spot Wallet ✅ If you were holding tokens before 23 Sep 2026, your dividend should now be available. → $0.47 USD dividend per share → Distributed as additional SOXSB Thank you for being part of Binance bStocks. 🫡

ProShares UltraPro QQQ bStocks (TQQQB) dividends are now in your Spot Wallet ✅ If you were holding tokens before 23 Sep 2026, your dividend should now be available. → $0.15 USD dividend per share → Distributed as additional TQQQB Thank you for being part of Binance bStocks. 🫡

Don’t sell. Collateralize. 🔒 BStocks Margin Collateral is now available to all Margin accounts. Use your BStocks as collateral to unlock liquidity without giving up your position. Stocks, perps, options, and more. All Finance on Binance. Explore now 👉

Think you can climb higher this round? Round 2 of Binance #TradersLeagueS4# is now live, with competitions across Spot, bStocks, TradFi Perps and Digital Asset Futures. Pick your competition and get started 👇

SOXL bStock (SOXLB) dividends are now in your Spot Wallet ✅ If you were holding tokens before 23 Sep 2026, your dividend should now be available. → $0.09 USD dividend per share → Distributed as additional SOXLB Thank you for being part of Binance bStocks. 🫡

$Gstock 解读 | 币安币股战略、YZi Labs 对 BNC 的治理实验、以及 BNB Chain 对 Robinhood 的份额争夺叠在同一条 $Gstock 交易对上 CA： 0xcafdbce93477261db8250e42bdae6e66733f9e20 大家有关注我推文应该知道， @GeniusTerminal 前几天正式上线时，我就着急关注龙一的CA，可惜当时选标GCAT的标，但没选错方向。因为我当时看到的核心就是： 📍 币安币股战略这个大方向的机会！ 1⃣ $GSTOCK 目前最优秀毕业生，刻意用 $BNCB $GSTOCK : 核心叙事说得很直白： 用 Meme 交易费，给开曼基金会攒真实（或可赎回）股权，再尝试提案、占董事会席位，再反向收购上市公司。 2⃣ 再说说：genius 在Binance中的战略地位 YZi Labs 前身就是 Binance Labs。Ella Zhang 是 YZi 负责人、Binance Labs 创始负责人，YZi 先通过 PIPE 把 CEA Industries 推成最大公开 BNB 财库公司（BNC） ➟ 所以前面我一开始就讲这个发射台本身就讲： 币安币股战略、YZi Labs 对 BNC 的治理实验、以及 BNB Chain 对 Robinhood 的份额争夺 叠在同一条交易对上。配对代币化股票bStocks / Ondo / xStocks / 4Stocks 或稳定币。 📍 所以从以上两点可以看出 $Gstock： 1) 代币化股票分发战： $GSTOCK 币安要打赢代币化股票分发战，和RH链的商战，genius 重要， $Gstock 又是这个平台的旗舰meme，从名称就能看出来，与Stock绑定。 2） BNC 的壮大需求： YZi 已经用真股权拿下过 BNC 的董事会； 试图用 Meme 手续费复制这个动作，并把它产品化。币安需要这条线！ 而平台的meme就是最快的出圈方式！！这个项目Aster Binance Alpha 从我研判角度应该是迟早的事。